LPWM LLC’s iShares US Financials ETF IYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $606K | Buy |
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|
2025
Q2 | $528K | Hold |
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|
2025
Q1 | $493K | Hold |
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|
2024
Q4 | $483K | Buy |
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|
2024
Q3 | $405K | Hold |
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|
2024
Q2 | $375K | Hold |
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|
2024
Q1 | $365K | Hold |
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|
2023
Q4 | $338K | Buy |
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|
2023
Q3 | $270K | Sell |
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|
2023
Q2 | $304K | Sell |
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|
2023
Q1 | $429K | Buy |
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